Sales Analyst

Summary

Join BambooHR as a Revenue Analyst and become a key player in our Revenue Operations organization. You will partner with sales leadership, providing data-driven insights to improve processes and drive profitability. Your responsibilities include strategic funnel analysis, KPI analysis, data visualization, and building data sets for sales teams. You will leverage your expertise in SQL, Python, Tableau, and Excel to create compelling dashboards and reports. This hybrid Utah-based position requires strong analytical skills, experience in sales analytics, and the ability to collaborate effectively with cross-functional teams. Success in this role requires a strategic mindset and excellent communication skills to translate data into actionable insights.

Requirements

• Sales Analytics Experience : You have 3+ years of experience in prior strategic analytical roles, with at least a few years heavily focused on sales analytics (an understanding of the SaaS sales funnel and GTM strategy is very important)
• Coding Skills: You know how to code in SQL to run queries and manipulate data. You have a working knowledge of Python
• Tableau Skills : You consider yourself a wizard in Tableau - you can whip up compelling and clear data visualizations and analytics with ease
• Excel Skills : You can often be found building things in Excel and calling it fun!
• Salesforce Exposure : You understand how to get data from Salesforce.com to provide reporting and inform dashboard creation
• Executive Presence : You bring confidence, understanding, and empathy to cross-functional partnerships and are comfortable working directly with senior leadership teams
• Stakeholder Collaboration: Adept at influencing and collaborating with cross-functional teams to achieve successful outcomes, even when team members do not report directly to you
• Business Acumen : You have a strong understanding of general business operations, and the ability to model those areas, while inserting the data and intelligence to make them better
• Strategic Thinking : You're a strategic thinker with the ability to connect to the big picture while working in the sometimes ambiguous details
• Storytelling: You know how compel action through storytelling based upon what the data is telling you, without being biased
• Problem Solving: Skilled in breaking down complex and ambiguous projects into clear, actionable steps and tasks

Responsibilities

• Partner closely with the Sales Leadership Team, providing in-depth analysis and actionable insights to improve processes and drive bottom-line results
• Run strategic funnel analysis - highlighting the sales and marketing funnel to determine opportunities to improve efficiency and effectiveness (ensuring the sales team has the pipeline needed to meet goals and achieve the needed conversion rates)
• Analyze the KPIs and unit economics of our sales model to identify risks/opportunities to focus on for improvement
• Analyze trends and variances across sales segments, product categories, pipelines, etc
• Leverage data to tell a story and present it through data visualizations in compelling dashboards and reports
• Build and own the data sets that sales leaders and teams use to actively manage their businesses
• Meet with stakeholders to scope future projects and manage expectations on timelines
• Function as an integration point between data and financial teams to help set expectations on capabilities, projects, and initiatives. Ensure compliance to revenue recognition standards
• Assist in preparing recurring reports, such as Monthly Business Reviews, forecast meetings, leadership summaries, etc
• Function as the expert on data for the revenue organization, including data architecture for systems of record and data consumption systems
• Operate as the “source of truth” for data and insights

Preferred Qualifications

• You have Analyst experience in the SaaS industry
• Huge bonus if you have SQL/data warehouse experience!
• You have experience working within our core Revenue analytics tech stack: Tableau, Salesforce, Snowflake
• You have exposure to other dependent systems of record, such as: Marketo, LeanData, SalesLoft/Outreach, CaptivateIQ, Adaptive, Netsuite
• You enjoy creating structure in fast-paced, quickly-changing environments
• You thrive working independently, thinking critically, and proactively driving strategic work
• You have a degree in Finance, Business Analytics, Business Intelligence/BI, Data Science, or a related field

Benefits

• 4 weeks paid time off, 11 paid holidays, and we pay you to go on vacation
• Medical with HSA and FSA options, dental, and vision
• 401(k) with a generous company match, access to a personal financial planner, and both legal and life insurance
• We pay for a one year subscription to Financial Peace University and you walk away with financial savvy and a bonus
• Get paid to give your time to the community
• We can help cover some educational expenses
• Flexible Work Models . In-office, work-from-home, or hybrid, depending on position and location